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FSMBX vs FTHFX
FSMBX vs FTHFX Comparison
Open Charts FSMBX vs FTHFX
FSMBX vs FTHFX Comparison Chart in %
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FSMBX vs. FTHFX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMBX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. FSMBX (14.9M). FTHFX pays higher dividends than FSMBX: FTHFX (0.56) vs FSMBX (0.53). FSMBX was incepted earlier than FTHFX: FSMBX (7 years) vs FTHFX (15 years). FSMBX (1.26) is less costly to investors than FTHFX (0.64). FSMBX is a more actively managed with annual turnover of: 35.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than FSMBX: FTHFX (1000000) vs FSMBX (5000000). FTHFX annual gain was more profitable for investors over the last year : 15.30 vs. FSMBX (4.73). FTHFX return over 5 years is better than : 60.92 vs. FSMBX (20.76).
| FSMBX | FTHFX | FSMBX / FTHFX | |
| Total Expense Ratio | 0.90 | 0.64 | 141% |
| Annual Report Gross Expense Ratio | 1.26 | 0.64 | 197% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 10.875 | 14.839 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 12.1B | 0% |
| Annual Yield % from dividends | 0.53 | 0.56 | 95% |
| Returns for 1 year | 4.73 | 15.30 | 31% |
| Returns for 3 years | 24.44 | 58.68 | 42% |
| Returns for 5 years | 20.76 | 60.92 | 34% |
| Returns for 10 years | N/A | 237.29 | - |
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